Client Manager (Insurance)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Client Manager (Insurance): Providing advanced technical support to Client Executive Service and managing client administration duties with an accent on insurance coverage analysis, claims data review, and renewal preparation. Focus on maintaining effective client relationships, ensuring policy accuracy, and supporting new business presentations.
Location: Must be based in the United States (California license required)
Salary: $64,700β$120,400
Company
is a global professional services firm providing advice and solutions in the areas of risk, strategy, and people.
What you will do
- Analyze insurance coverages and claims data for new and renewal business.
- Prepare renewal specifications, draft proposals, and manage marketing of renewal business.
- Review experience modification projections and ensure accuracy of state rating agency calculations.
- Manage timely policy delivery and assist in the completion of Stewardship Reports.
- Review loss runs, claim status reports, and prepare large loss summaries.
- Participate in client visits, new business presentations, and E&O audits.
Requirements
- Bachelorβs degree or minimum 3 years of relevant industry experience.
- 2-3 years of daily world-class client service experience.
- Valid unrestricted California Fire & Casualty Solicitors license.
- Excellent understanding of insurance terminology and commercial insurance lines.
- Proficiency with MS Office (Word, Excel, Outlook).
- Ability to prioritize tasks and solve problems with precision.
Nice to have
- Advanced insurance designations.
- Willingness to pursue continuing professional development.
Culture & Benefits
- Competitive total rewards package.
- Health and welfare benefits.
- Tuition assistance programs.
- 401K savings and retirement programs.
- Employee assistance programs.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β